Beta Scheduling

Beta Scheduling

Overview: Scheduling Navigation using beta schedule platform (New & Established)

Audience: Front Office Support

To schedule:

1. Select “scheduling” from patient task bar in Quickview > “Schedule Appointment “

2. Select the provider’s name from the provider tabs.

3. Select the desired appointment date from calendars on left hand side.

4. Select the slot associated with the start time of the desired appointment > Select “Book Appointment”.

5. Confirm “Patient Details” to the left of the screen including primary and secondary insurance.

6. Scroll to “Appointment Details” and select the appropriate “Appointment Type” > select any “Existing Authorizations” that apply.

7. Scroll to “Booking Details” and add reason for visit into the “Note” field (for new appointments).

8. Select “Review”

9. Select “Book Appointment” **IF creating series skip step nine and see below steps**

To Create a reoccurring series:

1. Scroll to the bottom of left hand side of admin scheduling tool and select "Create Recurring series"

2. Enter the reoccurrence type (Typical type is by week)

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3. Enter reoccurrence interval

4. Enter reoccurrence end date

**example: weekly / every 2 weeks / end after 12 occurrances**

5. Select "Preview Recurrence" Picture 1, Picture

NOTE: Any ocurrances showing in yellow is not an available appointment. Hit the arrow to expand that appt to edit and choose another date/time or remove occurrence. (View Image example below)

6. Select "Review"

7. Select "Book Recurrence"